Using a Paraplanner frees you up to do what you do best – spend time with clients to build your business and AUM. Leave the administration, research and report writing to us!
We do pension switches, bond surrenders and estate planning every week, meaning our knowledge is always kept up-to-date. You don’t have to worry if it has been two years since you last surrendered an offshore bond – we probably did it last week!
We will make sure your reports are fully compliant with FCA regulations and you can be confident that we will get the pre-sale sign off you need!
We will act as a sounding board to discuss your cases with you and be a second pair of eyes, picking up things before they get to pre-sale. We are only ever at the end of the phone (or email)!
All cases and reports are also checked by a second paraplanner before leaving our office.
We can add your company branding and colour scheme to any documents we produce for you, ensuring consistency throughout your client-facing documents.
We provide a regular ongoing review service, including preparation, analysis and annual suitability reports. We can even upload your reviews straight to your network’s admin team (providing relevant access has been granted).